March Report from DM

If you own stocks, you will experience loss

When we take on a new client, setting appropriate asset mix is one of the most important steps in the engagement. Client attributes, such as time horizon, cash needs and risk tolerance all contribute to our recommendation……

Click here to read more – DM-Monthly-Report-Mar-15

March Monthly Insight

“Attribution Analysis” – Having a good understanding of the factors that caused past performance goes a long way towards selecting the best managers.

Click here to read more – Monthly Insight – March 2015 – Attribution Analysis

February Monthly Insight

“The GIC Dilemma”- When the Bank of Canada cut interest rates by 0.25% it was trying to stimulate borrowing and the economy. With current rates at or near record lows, it is extremely difficult to earn safe and meaningful fixed income returns.

Click here to read more – Monthly Insight – February 2015 – The GIC Dilemma

Q4 Investment Review

Market Comment – ‘The global economy experienced another year of modest growth yet with a lot of uncertainty going forward. Limited clarity in the marketplace will lead to a period of greater volatility for stocks and bonds around the world. Any yet….’

Click here to read more – Investment Review – Q4 2014